Insurance and Related Services 2018

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    "date": "2018-03-22T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000521527",
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    "parties": [
        {
            "id": "org-34",
            "name": "Manor Estates Housing Association Limited",
            "identifier": {
                "legalName": "Manor Estates Housing Association Limited"
            },
            "address": {
                "streetAddress": "11 Washington Lane",
                "locality": "Edinburgh",
                "region": "UKM75",
                "postalCode": "EH11 2HA"
            },
            "contactPoint": {
                "name": "Our Consultant - Maureen Batten",
                "email": "maureenb3@tiscali.co.uk",
                "telephone": "+44 1313373222",
                "url": "http://"
            },
            "roles": [
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                        "description": "Housing and community amenities",
                        "scheme": "COFOG"
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                ],
                "url": "http://www.manorestates.org.uk"
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        "name": "Manor Estates Housing Association Limited",
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        "title": "Insurance and Related Services 2018",
        "description": "Insurance and Related Services, including provision of insurance cover, broking & advisory, claims handling services and loss control advice",
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                        "id": "66514110",
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                "deliveryLocation": {
                    "description": "Edinburgh and the Lothians"
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                "deliveryAddresses": [
                    {
                        "region": "UKM75"
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                "relatedLot": "1"
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        "procurementMethod": "selective",
        "procurementMethodDetails": "Restricted procedure",
        "mainProcurementCategory": "services",
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        "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2018-01-18T15:00:00Z"
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                "title": "Insurance and Related Services 2018",
                "description": "Insurance and Related Services, including provision of insurance cover, broking & advisory, claims handling services and loss control advice",
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                "id": "DEC304717-2",
                "title": "Manor Estates Housing Association - Insurance & Related Services - ESPD",
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                "datePublished": "2017-12-20T09:32:45Z",
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                "title": "Insurance and Related Services 2018",
                "description": "Insurance and Related Services, including provision of insurance cover, broking & advisory, claims handling services and loss control advice",
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                "id": "1",
                "description": "The Contract is for the provision of general insurance and related services, including insurance broking and claims handling, loss control services, engineering inspections and general programme maintenance and advice as required by Manor Estates Housing Association. Bidders are requested to bid for the entire scope of services. The scope of the Contract includes insurance cover, related advice, claims management and loss control services for property, legal liabilities, engineering insurance and inspection and other general(non-life) insurances as required by Manor Estates for a period of 3 years (or periods of insurance)commencing 1.4.2018, with the option to extend by up to a further 2 years, subject to satisfactory performance at the Association's sole discretion. The contract is not divided into lots so bidders are required to bid for the entire scope of services. Bids are invited from suitably qualified and experienced insurance brokers or direct insurers. The Contract will follow the Restricted Procedure with a pre-qualifying stage based on ESPDs and bidders will be selected on the basis of their capability, capacity and experience to perform the contract. ESPDs must be completed in full with all relevant information supplied. Those selected will be invited to submit a Tender. The Contract will be awarded on the basis of Most Economically Advantageous Tender,with specific evaluation criteria detailed within the ITT and contract documents.. The value notified above represents the cost of the Contract for the three-year duration",
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                    "maximumCandidates": 6
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                    "durationInDays": 1080
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                "hasRenewal": true,
                "renewal": {
                    "description": "The contract may be extended beyond the initial 3 year period by up to a further 2 years, subject to satisfactory performance, at the Association's sole discretion"
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        "otherRequirements": {
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        "secondStage": {
            "invitationDate": "2018-01-23T00:00:00Z"
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        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "As a minimum, you are required to demonstrate: -- you are an insurance broker registered with and regulated by the UK Financial Conduct Authority or an insurer authorised /and or regulated by the UK Financial Conduct Authority or Prudential Regulation Authority or equivalent in another member state of theEuropean Economic Area indicating the types of insurance/service the bidder is authorised to arrange or provide (See question 4a of ESPDs) -- the financial ability and strength to deliver the programme (see question 4b of ESPDs), -- financial ratings of all risk carriers proposed, with a minimum Standard and Poors (or equivalent) rating of A- or above being preferred(see question 4b of ESPDs), -- the ability to provide social landlords with a choice of insurers and/or options, -- a record of successful provision of relevant services to property owners, social housing organisations or other organisations that are similar in profile to the contracting authority (see question 4C1 of ESPDs), - a skilled and competent service team, being client relationship management, technical staff, broking/underwriting expertise, claims managers and risk managers (see question 4C 2-6 of ESPDs), -- your commitment to delivering quality service to Manor Estates, including that provided to us by any third party contractor employed by you or by the insurers you propose (see question 4D of ESPDs), -- your ability to demonstrate client satisfaction on at least 3 similar contracts, -- CII chartered form status and/or commitment to its Code of Ethics, commitment to corporate and individual professional development defined by the CII or similar professional organisation (see questions 4c&4D of ESPDs)."
                },
                {
                    "type": "economic",
                    "description": "See questions at 4B of ESPDs.",
                    "minimum": "Minimum level(s) of standards required: Information and formalities necessary for evaluating if requirements are met: (1) All candidates will be required to provide evidence of relevant professional risk indemnity insurance. (2) All candidates will be required to provide a statement, covering the 3 previous financial years including the overall turnover of the candidate and the turnover in respect of the activities which are of a similar type to the subject matter of this notice. (3) All candidates will be required to provide statements of accounts or extracts from those accounts relating to their business. (4)Financial ratings of all risk carriers must be provided"
                },
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                    "type": "technical",
                    "description": "See questions at 4C of ESPDs.",
                    "minimum": "(1)A statement of the candidate's average annual number of staff and managerial staff over the previous 3 years (2) Details of the educational and professional qualifications of their managerial staff; and those of the person(s) who would be responsible for providing the services or carrying out the work or works under the contract; (3) An indication of the proportion of the contract which the services provider intends possibly to subcontract."
                },
                {
                    "type": "technical",
                    "description": "Execution of the service is reserved to a particular profession"
                }
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            "id": "66510000",
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        "recurrence": {
            "description": "36 or 60 months"
        }
    },
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    "description": "(SC Ref:536451)",
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